ARM is a UK company that sells more CPUs than Intel and AMD combined. They dominate the mobile market. Literally all phone chips use ARM technology. Their GPUs are not bad for tablets and phones.
They been trying to get their CPUs onto the desktop and server markets for years, and they are beginning to get some success stories on both.
ARM main business model is the sell of IP. They fully design their CPUs along with a host of surrounding technologies, like the interconnect. In order to prove their design work and are fit for purpose they have to send to TSMC and other fabs. Small customers buy their IP as is and then integrate it onto their designs.
Their most expensive license is the Architectural licence. This means they allow the buyer to completely redesign their Chios, while maintaining compatibility with the Software. Large companies like Apple, Nvidia, Amazon, Samsung and others buy this licence and produce chips like the Exynos, or graviton.
ASML relies on US patent for their machines... with that being said in event US going rogue, the know how would enable EU to at least make the machines and TSMC hows how to make the chips.
Why would anyone respect US IP if US going to behave like it is doing now...
A lot of US power comes from good will, and we about pissed all of that away.
Zelensky white house meeting will be marker of the beginning of the end.
There was (still is?) an AMD (then GlobalFoundries) fab in Dresden, Germany, so some local European know-how does at least exist I believe. Still probably very very far from actually independently competing with the big players
There have been mobile competitors like Imagination, but the reality is cutting edge chip design is enormously expensive and hard, and there’s a big performance gulf. Imagination (and others) can’t afford to fab their own designs, and no one takes them up on it unless it’s a mobile chip or something.
Somebody could try poking imagination technologies into releasing a powervr based GPU for the PC. They haven't done that since the Kyro 2 in 2001. Been very active in mobile, they powered apple phones for a long time and still pay them licence fees for their home grown tech.
I can't help but think their tile based rendering would be a perfect fit for a chiplet design, making multiple compute chiplets a natural way of doing implementing it with the architecture.